1,814 hedge funds and large institutions have $84B invested in Fiserv in 2025 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 729 increasing their positions, 662 reducing their positions, and 228 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
-90
Holders Change %
-4.73%
% of All Funds
24.31%
Holding in Top 10
85
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-36.09%
% of All Funds
1.14%
New
181
Increased
729
Reduced
662
Closed
228
Calls
$764M
Puts
$435M
Net Calls
+$328M
Net Calls Change
+$142M
Name Holding Trade Value Shares
Change
Shares
Change %
IIM
1626
Intact Investment Management
Quebec, Canada
$69K +$17.2K +100 +33%
GAG
1627
Goodman Advisory Group
Massachusetts
$68.1K
WIM
1628
Westside Investment Management
California
$67.8K +$10.7K +62 +19%
GTAM
1629
Global Trust Asset Management
Florida
$67.1K -$146K -847 -69%
MG
1630
MilWealth Group
Wisconsin
$66.4K
DMBA
1631
Deseret Mutual Benefit Administrators
Utah
$65.7K
WA
1632
WPG Advisers
Maryland
$64.8K -$517 -3 -0.8%
SO
1633
Sierra Ocean
California
$64.8K +$19K +110 +41%
FNWA
1634
Financial Network Wealth Advisors
Utah
$64.7K +$10K +58 +18%
MAM
1635
Meeder Asset Management
Ohio
$64.5K -$195K -1,130 -75%
SSG
1636
Summit Securities Group
New York
$64.3K +$63.4K +368 +7,360%
PP
1637
PrairieView Partners
Minnesota
$64K
GKIM
1638
GW&K Investment Management
Massachusetts
$64K +$5.9K +34 +10%
HC
1639
Hoese & Co
Minnesota
$63.4K
CAL
1640
Capital Advisors Ltd
Ohio
$63K -$9.47K -55 -13%
AA
1641
Ancora Advisors
Ohio
$63K +$31.4K +182 +99%
PSB
1642
Piscataqua Savings Bank
New Hampshire
$61.2K -$3.79K -22 -6%
SS
1643
Sunbelt Securities
Texas
$60.4K +$51.4K +250 +568%
BA
1644
Bellwether Advisors
Nebraska
$59.1K +$41.4K +240 +233%
C
1645
Covestor
United Kingdom
$59K -$42.4K -245 -42%
RA
1646
Rise Advisors
New York
$58.6K -$3.45K -20 -6%
CWM
1647
Centricity Wealth Management
Ohio
$58.4K -$7.76K -45 -12%
IWP
1648
IAG Wealth Partners
Wisconsin
$57.1K
WOSD
1649
WFA of San Diego
California
$55.2K +$55.2K +320 New
HCM
1650
Hollencrest Capital Management
California
$53.3K